Michael Brooks
Branch Manager
Investment Advisor
MBA
B. Comm
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
At TD Wealth, we stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. As your needs and priorities evolve, your wealth strategy will evolve with you. Through regular contact, we routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time and that your investment portfolio is aligned to your vision of success.
As your Investment Advisor I first and foremost pride myself on my investment expertise. In addition, I act as your relationship manager connecting you and your family to a core team of TD Specialists with experience in everything from estate & trust planning and philanthropy, to business succession, private banking, tax planning, and charitable giving. Together, we will work to help you achieve your stated goals.
Since 2002 I have been active in the financial services industry in various progressive roles. Since joining TD in 2012 I have held the roles of Regional Vice President, Investment Advisor, and in 2017 I joined the TD Wealth Leadership Team as Branch Manager of the Windsor office.
In 2001 I graduated with an Honours Bachelor of Commerce Degree from Queen's University and in 2008 I earned my MBA designation with distinction from the Schulich School of Business, York University. My wife and I currently live in the Windsor area and we have three very active boys.
Phone
Certificates
MBA
B. Comm
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
The 2022 MoneyTalk tax checklist
Article
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
Money Talk
Article
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Want to become your own boss? Here’s a self-employment starter kit
Article
Want to become your own boss? Here’s a self-employment starter kit
After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.
TD Economics
Article
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
PDF
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
Article
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.